Latest Institutional Purchases of Ishares Core U.S. Aggregate Bo (AGG)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Aggregate Bo (AGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
47.7K+ 156.37% |
$4.65M - $4.79M
|
78.1K
$7.71M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
39.4KNew |
$3.84M - $3.96M
|
39.4K
$3.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
36.5KNew |
$3.56M - $3.67M
|
36.5K
$3.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
20.5KNew |
$2M - $2.06M
|
20.5K
$2.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.7K+ 6.51% |
$1.34M - $1.38M
|
225K
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
11.2K+ 2.06% |
$1.09M - $1.12M
|
552K
$54.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.37K+ 14.99% |
$816K - $841K
|
64.2K
$6.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
8.24K+ 2.9% |
$803K - $828K
|
293K
$28.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.9K+ 204.02% |
$672K - $693K
|
10.3K
$1.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.84K+ 3352.94% |
$667K - $688K
|
7.04K
$695K
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.1KNew |
$595K - $613K
|
6.1K
$602K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
5.93KNew |
$578K - $596K
|
5.93K
$585K
|
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.66K+ 76.33% |
$454K - $468K
|
10.8K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.47KNew |
$436K - $449K
|
4.47K
$441K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.08KNew |
$398K - $410K
|
4.08K
$403K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
3.96KNew |
$386K - $398K
|
3.96K
$390K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.95KNew |
$385K - $397K
|
3.95K
$389K
|
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
3.38KNew |
$330K - $340K
|
3.38K
$334K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
3.06K+ 11.21% |
$298K - $307K
|
30.3K
$2.99M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3KNew |
$292K - $302K
|
3K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.93KNew |
$286K - $295K
|
2.93K
$289K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
2.61KNew |
$254K - $262K
|
2.61K
$257K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.32KNew |
$226K - $233K
|
2.32K
$228K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$225K - $232K
|
2.3K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.19KNew |
$214K - $220K
|
2.19K
$216K
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.14KNew |
$209K - $215K
|
2.14K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.04KNew |
$199K - $205K
|
2.04K
$202K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.55KNew |
$151K - $156K
|
1.55K
$153K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.52K+ 36.53% |
$148K - $153K
|
5.69K
$562K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.47K+ 1.37% |
$144K - $148K
|
109K
$10.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.2KNew |
$117K - $121K
|
1.2K
$118K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.1KNew |
$107K - $111K
|
1.1K
$109K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1K+ 10.39% |
$97.8K - $101K
|
10.7K
$1.05M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
918+ 4.56% |
$89.5K - $92.3K
|
21K
$2.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
712+ 1.98% |
$69.4K - $71.6K
|
36.6K
$3.61M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
612+ 18.39% |
$59.7K - $61.5K
|
3.94K
$389K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
290New |
$28.3K - $29.2K
|
290
$28.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
171New |
$16.7K - $17.2K
|
171
$16.9K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
104New |
$10.1K - $10.5K
|
104
$10.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
96+ 0.47% |
$9.36K - $9.65K
|
20.6K
$2.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
26+ 1.17% |
$2.53K - $2.61K
|
2.25K
$222K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20+ 2.23% |
$1.95K - $2.01K
|
917
$90.5K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.18MNew |
$402M - $421M
|
4.18M
$412M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
510K+ 48.8% |
$49.1M - $51.4M
|
1.56M
$153M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
150K+ 75.0% |
$14.4M - $15.1M
|
350K
$34.5M
|
|
|
May 15, 2023
Q1 2023
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
80.5K+ 37.55% |
$7.75M - $8.11M
|
295K
$29.1M
|
|
|
May 12, 2023
Q1 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
41.3KNew |
$3.98M - $4.16M
|
41.3K
$4.07M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
19.3KNew |
$1.86M - $1.94M
|
19.3K
$1.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
15.6KNew |
$1.5M - $1.57M
|
15.6K
$1.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
8.93K+ 11.72% |
$861K - $900K
|
85.2K
$8.4M
|
|